Are we back (again)? | EP 56

BTC is ripping, stocks are at all-time highs, and sats is fully sidelined calling 78.3K the top. On the menu this week:sats mapping out his exact path to topping the market (starts shorting 78.3, capitulates in the 80s, buys the top — the playbook is set)Swizzles hype bags and his new life as an OpenClaw pilled perps guyWood bought lighter after specifically saying he would never buy lighterAllbirds pivoting to AI and what that tells you about the current marketSailor's Strike "savings account" and where exactly the yield is coming from (don't ask)Tether walking in and bailing out Drift, mogging Circle on their home turfWhy CT feels dead right now and what to actually do about it in a bear marketWorld Liberty Finance's 2-year cliff + 2-year linear unlock (who could have seen this coming)Claude Opus 4.7, diminishing LLM returns, and Anthropic holding Mythos hostageAn all-time Jeff Epstein clip to close things out